Last Update: 31 March 2023
The Warren Buffett Portfolio obtained a 9.26% compound annual return, with a 13.52% standard deviation, in the last 30 Years.
The US Stocks Portfolio obtained a 9.65% compound annual return, with a 15.38% standard deviation, in the last 30 Years.
Summary
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| Warren Buffett Portfolio | US Stocks Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 90% | 100% |
| Fixed Income | 10% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +9.26% | +9.65% |
| Std Dev | 13.52% | 15.38% | |
| Max Drawdown | -45.52% | -50.84% | |
Last Update: 31 March 2023
Historical Returns as of Mar 31, 2023
Comparison period starts from January 1871
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| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Warren Buffett Portfolio | +3.42 | +13.70 | -7.86 | +10.05 | +11.02 | +9.26 | +8.64 |
| US Stocks Portfolio | +2.71 | +14.74 | -8.80 | +10.35 | +11.68 | +9.65 | +9.04 |
(*) Returns over 1 year are annualized
Capital Growth as of Mar 31, 2023
Warren Buffett Portfolio: an investment of 1000$, since April 1993, now would be worth 14269.85$, with a total return of 1326.98% (9.26% annualized).
US Stocks Portfolio: an investment of 1000$, since April 1993, now would be worth 15857.70$, with a total return of 1485.77% (9.65% annualized).
Warren Buffett Portfolio: an investment of 1000$, since January 1871, now would be worth 300463471.43$, with a total return of 30046247.14% (8.64% annualized).
US Stocks Portfolio: an investment of 1000$, since January 1871, now would be worth 528514886.79$, with a total return of 52851388.68% (9.04% annualized).
Drawdowns
Drawdown comparison chart since March 1993.
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Warren Buffett Portfolio |
US Stocks Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -50.84% | Nov 2007 | Feb 2009 | |||
| -45.52% | Nov 2007 | Feb 2009 | |||
| -43.94% | Sep 2000 | Sep 2002 | |||
| -39.67% | Sep 2000 | Sep 2002 | |||
| -24.81% | Jan 2022 | Sep 2022 | |||
| -23.08% | Jan 2022 | Sep 2022 | |||
| -20.84% | Jan 2020 | Mar 2020 | |||
| -17.57% | Jul 1998 | Aug 1998 | |||
| -17.49% | Feb 2020 | Mar 2020 | |||
| -15.04% | May 2011 | Sep 2011 | |||
| -14.20% | Oct 2018 | Dec 2018 | |||
| -13.83% | Jul 1998 | Aug 1998 | |||
| -12.09% | Oct 2018 | Dec 2018 | |||
| -8.84% | Jun 2015 | Sep 2015 | |||
| -8.44% | Apr 2000 | May 2000 | |||
| -7.73% | Aug 2015 | Sep 2015 | |||
| -7.43% | Feb 1994 | Jun 1994 | |||
| -6.82% | Apr 2012 | May 2012 | |||
| -6.47% | Feb 1994 | Mar 1994 | |||
| -6.45% | May 2019 | May 2019 | |||
Drawdown comparison chart since January 1871.
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Warren Buffett Portfolio |
US Stocks Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -84.60% | Sep 1929 | Jun 1932 | |||
| -79.29% | Sep 1929 | Jun 1932 | |||
| -50.84% | Nov 2007 | Feb 2009 | |||
| -45.86% | Jan 1973 | Sep 1974 | |||
| -45.52% | Nov 2007 | Feb 2009 | |||
| -43.94% | Sep 2000 | Sep 2002 | |||
| -40.52% | Jan 1973 | Sep 1974 | |||
| -39.67% | Sep 2000 | Sep 2002 | |||
| -34.11% | Apr 1876 | Jun 1877 | |||
| -30.50% | Apr 1876 | Jun 1877 | |||
| -30.27% | Oct 1906 | Nov 1907 | |||
| -30.14% | Oct 1906 | Nov 1907 | |||
| -30.06% | Dec 1968 | Jun 1970 | |||
| -29.34% | Sep 1987 | Nov 1987 | |||
| -27.35% | Sep 1987 | Nov 1987 | |||
| -27.16% | Oct 1902 | Oct 1903 | |||
| -26.86% | Feb 1893 | Aug 1893 | |||
| -26.19% | Dec 1968 | Jun 1970 | |||
| -25.03% | Dec 1916 | Dec 1917 | |||
| -24.81% | Jan 2022 | Sep 2022 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1871.
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| Year | Warren Buffett Portfolio | US Stocks Portfolio |
|---|---|---|
| 2023 |
+7.04% | +7.18% |
| 2022 |
-18.29% | -19.51% |
| 2021 |
+24.59% | +25.67% |
| 2020 |
+19.19% | +21.03% |
| 2019 |
+28.46% | +30.67% |
| 2018 |
-3.84% | -5.21% |
| 2017 |
+19.83% | +21.21% |
| 2016 |
+10.69% | +12.83% |
| 2015 |
+0.96% | +0.36% |
| 2014 |
+12.08% | +12.54% |
| 2013 |
+29.44% | +33.45% |
| 2012 |
+14.59% | +16.45% |
| 2011 |
+1.43% | +0.97% |
| 2010 |
+14.55% | +17.42% |
| 2009 |
+24.66% | +28.89% |
| 2008 |
-32.35% | -36.98% |
| 2007 |
+6.30% | +5.37% |
| 2006 |
+14.32% | +15.69% |
| 2005 |
+5.58% | +6.31% |
| 2004 |
+9.73% | +12.79% |
| 2003 |
+25.87% | +30.75% |
| 2002 |
-19.13% | -20.47% |
| 2001 |
-10.04% | -10.97% |
| 2000 |
-7.27% | -10.57% |
| 1999 |
+19.15% | +23.81% |
| 1998 |
+26.49% | +23.26% |
| 1997 |
+30.52% | +30.99% |
| 1996 |
+21.03% | +20.96% |
| 1995 |
+34.91% | +35.79% |
| 1994 |
+1.01% | -0.17% |
| 1993 |
+9.53% | +10.62% |
| 1992 |
+7.36% | +9.11% |
| 1991 |
+28.35% | +32.39% |
| 1990 |
-2.00% | -6.08% |
| 1989 |
+29.38% | +28.12% |
| 1988 |
+15.17% | +17.32% |
| 1987 |
+4.71% | +2.61% |
| 1986 |
+17.29% | +14.57% |
| 1985 |
+29.49% | +31.27% |
| 1984 |
+6.99% | +2.19% |
| 1983 |
+19.96% | +22.66% |
| 1982 |
+21.09% | +20.50% |
| 1981 |
-3.26% | -4.15% |
| 1980 |
+29.60% | +33.15% |
| 1979 |
+17.05% | +24.25% |
| 1978 |
+5.62% | +8.45% |
| 1977 |
-6.77% | -3.36% |
| 1976 |
+22.58% | +26.47% |
| 1975 |
+34.14% | +37.82% |
| 1974 |
-23.54% | -27.81% |
| 1973 |
-14.10% | -18.18% |
| 1972 |
+17.45% | +17.62% |
| 1971 |
+13.67% | +17.63% |
| 1970 |
+4.95% | +4.79% |
| 1969 |
-7.28% | -10.28% |
| 1968 |
+10.36% | +13.39% |
| 1967 |
+21.92% | +27.39% |
| 1966 |
-8.57% | -8.73% |
| 1965 |
+11.37% | +14.20% |
| 1964 |
+15.12% | +16.40% |
| 1963 |
+20.68% | +21.15% |
| 1962 |
-7.50% | -9.62% |
| 1961 |
+24.37% | +26.94% |
| 1960 |
+1.29% | +0.92% |
| 1959 |
+10.87% | +12.78% |
| 1958 |
+39.17% | +44.81% |
| 1957 |
-9.21% | -9.93% |
| 1956 |
+6.10% | +8.51% |
| 1955 |
+28.33% | +25.72% |
| 1954 |
+47.42% | +50.59% |
| 1953 |
-0.68% | +0.66% |
| 1952 |
+16.84% | +13.62% |
| 1951 |
+22.18% | +20.75% |
| 1950 |
+27.56% | +30.33% |
| 1949 |
+16.43% | +19.97% |
| 1948 |
+4.72% | +2.36% |
| 1947 |
+4.83% | +3.84% |
| 1946 |
-7.24% | -6.27% |
| 1945 |
+32.94% | +38.22% |
| 1944 |
+17.83% | +21.23% |
| 1943 |
+23.35% | +27.90% |
| 1942 |
+19.04% | +16.72% |
| 1941 |
-10.47% | -10.09% |
| 1940 |
-8.93% | -7.16% |
| 1939 |
-0.71% | +2.33% |
| 1938 |
+30.06% | +28.38% |
| 1937 |
-31.63% | -34.85% |
| 1936 |
+29.65% | +33.65% |
| 1935 |
+42.64% | +46.29% |
| 1934 |
-1.85% | +2.31% |
| 1933 |
+47.84% | +57.18% |
| 1932 |
-7.22% | -8.65% |
| 1931 |
-39.39% | -44.12% |
| 1930 |
-22.03% | -28.35% |
| 1929 |
-7.44% | -11.30% |
| 1928 |
+39.15% | +38.68% |
| 1927 |
+33.87% | +33.33% |
| 1926 |
+10.43% | +11.46% |
| 1925 |
+26.87% | +25.78% |
| 1924 |
+23.76% | +27.03% |
| 1923 |
+4.17% | +5.38% |
| 1922 |
+25.52% | +29.04% |
| 1921 |
+14.22% | +10.09% |
| 1920 |
-17.37% | -14.01% |
| 1919 |
+19.03% | +19.62% |
| 1918 |
+23.53% | +18.16% |
| 1917 |
-22.57% | -18.65% |
| 1916 |
+8.31% | +8.05% |
| 1915 |
+32.47% | +31.16% |
| 1914 |
-2.69% | -5.46% |
| 1913 |
-8.10% | -4.77% |
| 1912 |
+7.42% | +7.12% |
| 1911 |
+5.58% | +3.47% |
| 1910 |
-6.56% | -3.44% |
| 1909 |
+17.29% | +16.09% |
| 1908 |
+41.02% | +39.43% |
| 1907 |
-26.28% | -24.23% |
| 1906 |
+6.52% | +0.60% |
| 1905 |
+17.87% | +21.23% |
| 1904 |
+28.41% | +32.12% |
| 1903 |
-12.70% | -17.14% |
| 1902 |
+4.74% | +8.21% |
| 1901 |
+24.93% | +19.40% |
| 1900 |
+10.87% | +20.75% |
| 1899 |
+8.97% | +3.64% |
| 1898 |
+21.34% | +29.23% |
| 1897 |
+15.72% | +20.31% |
| 1896 |
+2.13% | +3.20% |
| 1895 |
+4.21% | +4.95% |
| 1894 |
+2.30% | +3.58% |
| 1893 |
-13.61% | -18.85% |
| 1892 |
+5.62% | +6.08% |
| 1891 |
+21.07% | +18.83% |
| 1890 |
-8.74% | -6.20% |
| 1889 |
+7.15% | +7.03% |
| 1888 |
+2.28% | +3.28% |
| 1887 |
-1.95% | -0.70% |
| 1886 |
+11.65% | +11.92% |
| 1885 |
+24.10% | +29.98% |
| 1884 |
-11.59% | -12.37% |
| 1883 |
-2.16% | -5.53% |
| 1882 |
+2.42% | +3.58% |
| 1881 |
+7.13% | +0.18% |
| 1880 |
+22.34% | +26.50% |
| 1879 |
+44.89% | +49.29% |
| 1878 |
+10.78% | +16.25% |
| 1877 |
-3.06% | -1.12% |
| 1876 |
-10.41% | -14.18% |
| 1875 |
+2.65% | +5.35% |
| 1874 |
+9.72% | +4.67% |
| 1873 |
-5.05% | -2.53% |
| 1872 |
+12.20% | +11.12% |
| 1871 |
+11.39% | +15.59% |
